Morgan Rosel Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Morgan Rosel Wealth Management, LLC
- $348 Million
- Q2 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 29,003 shares of VOT stock, worth $8.25 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
29,003
Previous 28,929
0.26%
Holding current value
$8.25 Million
Previous $7.08 Million
16.55%
% of portfolio
2.37%
Previous 2.26%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,109Shares Held
40.3MCall Options Held
17.9KPut Options Held
5.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$882 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A63.03MShares$862 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.77MShares$789 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$699 Million1.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.03MShares$577 Million0.04% of portfolio